Every Form 4 that California Water Service (CWT) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow CWT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CWT filings page.
California Water Service Group vice president Michelle R. Mortensen reported offsetting equity transactions. On March 3, she acquired 1,650 shares of common stock as a restricted stock grant under the company’s equity incentive plan, at no cash cost to her.
According to the footnotes, one-third of this restricted stock vests on March 3, 2027, with the remaining two-thirds vesting quarterly over the following 24 months. On March 4, 327 shares were withheld and surrendered to the company to cover tax obligations from a prior restricted stock award vesting, leaving her with 12,877.8 directly owned shares, including shares acquired through dividend reinvestment.
California Water Service Group vice president Greg A. Milleman reported two equity transactions involving company common stock. On March 3, 2026, he acquired 1,650 restricted shares at $0 per share as a grant under the company’s equity incentive plan.
According to a footnote, this restricted stock vests with one-third on March 3, 2027, and the remaining two-thirds vesting quarterly over the following 24 months. On March 4, 2026, 298 shares at $46.99 per share were withheld and surrendered to the issuer to satisfy tax withholding obligations from a prior restricted stock award vesting. After these transactions, he directly held 13,103.166 shares, which include shares acquired through a dividend reinvestment plan and an employee stock purchase plan.
California Water Service Group senior vice president of operations Michael S. Mares Jr. reported two equity-related transactions in company common stock. On March 3, 2026, he acquired 1,650 restricted shares in a grant under the equity incentive plan, at a stated price of $0.00 per share. According to the grant terms, one-third vests on March 3, 2027, with the remaining two-thirds vesting quarterly over the following 24 months. On March 4, 2026, 303 shares were withheld and surrendered to the issuer at $46.99 per share to cover tax obligations from the vesting of a prior restricted stock award granted on March 4, 2025. After these transactions, his directly held common stock position stood at 12,144.6 shares, including shares acquired through dividend reinvestment.
California Water Service Group senior executive James Patrick Lynch reported stock-based compensation and related tax withholding transactions. On March 3, 2026, he was granted 1,650 shares of restricted Common Stock under the company’s equity incentive plan, with one-third vesting on March 3, 2027 and the remaining two-thirds vesting quarterly over the following 24 months.
On March 4, 2026, 226 shares of Common Stock were withheld and surrendered to the company at $46.99 per share to cover tax obligations from a prior restricted stock award that vested that day. After these transactions, he directly owned 6,261.699 shares of Common Stock, including shares acquired through dividend reinvestment and the employee stock purchase plan.
California Water Service Group senior vice president Michael B. Luu reported two equity-related transactions in company common stock. On March 3, 2026, he acquired 1,650 shares as a restricted stock award at a stated price of $0.00 per share under the company’s equity incentive plan. According to the footnotes, one-third of this restricted stock vests on March 3, 2027, with the remaining two-thirds vesting quarterly over the following 24 months.
On March 4, 2026, 309 shares were disposed of in a tax-withholding transaction at $46.99 per share, representing shares surrendered to the issuer to cover tax obligations from a prior restricted stock award that vested. After these transactions, Luu directly held 24,043.735 shares of common stock, including shares acquired through dividend reinvestment and the employee stock purchase plan.
California Water Service Group Chairman, President & CEO Martin A. Kropelnicki reported routine equity compensation and tax withholding activity in company common stock. On March 3, 2026, he acquired 10,295 shares at $0.00 per share as a restricted stock grant under the company’s equity incentive plan.
The filing notes this restricted stock vests with one-third on March 3, 2027 and the remaining two-thirds vesting quarterly over the next 24 months. On March 4, 2026, 2,017 shares were disposed of at $46.99 per share, representing shares withheld and surrendered to the issuer to satisfy tax withholding obligations from a prior restricted stock award vesting. After these transactions, he directly held 147,016.307 shares of common stock, including shares acquired through dividend reinvestment and the employee stock purchase plan.
California Water Service Group vice president Kenneth G. Jenkins reported equity award and related tax withholding transactions in company stock. On March 3, 2026, he acquired 1,650 shares of common stock as a restricted stock grant under the equity incentive plan. This restricted stock vests with one-third on March 3, 2027, and the remaining two-thirds vesting quarterly over the following 24 months. On March 4, 2026, 283 shares were withheld and surrendered to the issuer at $46.99 per share to satisfy tax withholding obligations from a prior restricted stock vesting. After these transactions, he directly owned 5,137 shares of common stock, including shares acquired through dividend reinvestment.
California Water Service Group VP Sophie Marwieh reported two stock transactions involving company common shares. On March 3, 2026, she acquired 1,650 restricted shares at $0.00 as a grant under the company’s equity incentive plan. This restricted stock vests with one-third on March 3, 2027, and the remaining two-thirds vesting quarterly over the following 24 months.
On March 4, 2026, 233 shares were withheld and surrendered to the issuer at $46.99 per share to cover tax obligations from a prior restricted stock award that vested. After these transactions, she directly holds 8,094.706 shares, which include shares acquired through dividend reinvestment and the employee stock purchase plan.
California Water Service Group VP and Chief Human Resources Officer Kristan A. Hamner received a grant of 1,650 shares of restricted common stock on March 3, 2026. On March 4, 2026, 190 shares were disposed of at $46.99 per share to cover tax withholding from a prior award. Following these transactions, direct holdings total 2,943.457 shares, including shares acquired through the Employee Stock Purchase Program.
California Water Service Group senior vice president Dean Shannon C reported two stock transactions. On March 3, 2026, he acquired 1,650 shares of restricted common stock at $0.00 per share as an equity award, increasing his direct holdings to 23,914.266 shares. On March 4, 2026, 325 shares were withheld at $46.99 per share to cover tax obligations from a prior restricted stock vesting, leaving 23,589.266 shares held directly. The new award vests one-third on March 3, 2027, with the remaining two-thirds vesting quarterly over the following 24 months.
CALIFORNIA WATER SERVICE GROUP senior vice president, general counsel and business development officer Shawn C. Bunting reported equity-compensation activity in company common stock. On March 3, 2026, he acquired 1,650 restricted shares at $0.00 per share as a grant under the equity incentive plan.
These restricted shares have a one-year cliff term, vesting 100% on the first anniversary of the grant date. On March 4, 2026, 310 shares were disposed of in a tax-withholding transaction at $46.99 per share to satisfy obligations from the vesting of a prior restricted stock award. After these transactions, he directly owned 4,650 shares, which include shares acquired through dividend reinvestment.
California Water Service Group director Gregory E. Aliff received a grant of 2,816 shares of common stock as equity compensation. The award was made as restricted stock under the company’s equity incentive plan with a one-year cliff, vesting 100% on the first anniversary of the March 3, 2026 grant date.
After this award, Aliff directly holds a total of 26,395.49 shares of California Water Service Group common stock, which includes shares previously acquired through dividend reinvestment.
California Water Service Group director Patricia K. Wagner received a grant of 2,816 shares of restricted common stock on March 3, 2026. The shares were awarded under the company’s equity incentive plan at no purchase price and are subject to a one-year cliff vesting schedule, vesting 100% on the first anniversary of the grant date.
After this award, Wagner directly holds a total of 15,213.8 shares of California Water Service Group common stock, which includes shares previously acquired through dividend reinvestment.
California Water Service Group director Lester A. Snow acquired 2,816 shares of common stock on March 3, 2026 through a restricted stock grant at no cash cost, under the company’s equity incentive plan. This award has a one-year cliff, vesting 100% on the first anniversary of the grant date.
After this grant and an exempt transfer of 9,937 shares, Snow beneficially owns 19,416 shares, which include shares acquired through dividend reinvestment.
California Water Service Group director Carol M. Pottenger received a grant of 2,816 shares of common stock as restricted stock. The award was granted on March 3, 2026 under the company’s equity incentive plan at a stated price of $0.00 per share, indicating a non-cash, equity-based grant. The restricted stock has a one-year cliff term, vesting 100% on the first anniversary of the grant date. Following this award, Pottenger holds a total of 19,186.8 shares of common stock directly, which includes shares previously acquired through dividend reinvestment.
California Water Service Group director Charles R. Patton received a grant of 2,816 shares of common stock as restricted stock. The grant was made on 3/3/2026 under the company’s equity incentive plan at no cash cost per share.
The restricted stock vests on a one-year cliff schedule, with 100% of the shares vesting on the first anniversary of the grant date. After this award, Patton directly holds a total of 9,062.27 common shares, which includes shares previously acquired through dividend reinvestment.
MORRIS SCOTT L reported acquisition or exercise transactions in this Form 4 filing.
California Water Service Group director Scott L. Morris received a grant of 2,816 shares of common stock on March 3, 2026. The award was granted at no cash cost as restricted stock under the company’s equity incentive plan.
The restricted shares vest on a one-year cliff schedule, with 100% vesting on the first anniversary of the grant date. Following this grant and prior dividend reinvestment activity, Morris directly holds a total of 15,209.23 common shares.
California Water Service Group director Yvonne Aida Maldonado reported receiving a grant of 2,816 shares of common stock as restricted stock under the company’s equity incentive plan. These shares were granted at no cash cost and are scheduled to vest 100% one year after the 3/3/2026 grant date. Following this award, she directly holds a total of 12,634.69 shares, which includes shares acquired through dividend reinvestment.
California Water Service Group director Thomas M. Krummel received an equity grant of 2,816 shares of restricted common stock on March 3, 2026. The award was made at no cash purchase price under the company’s equity incentive plan.
The restricted stock has a one-year cliff, vesting 100% on the first anniversary of the grant date. Following this grant, Krummel directly holds a total of 27,504.8 common shares, which includes shares acquired through dividend reinvestment.
California Water Service Group director Jeffrey Kightlinger acquired 2,816 shares of restricted common stock as an equity award. The grant was made on March 3, 2026 under the company’s equity incentive plan at no cash cost per share and is exempt under Rule 16b-3.
The restricted stock vests on a one-year cliff schedule, with 100% vesting on the first anniversary of the grant date. Following this grant and prior dividend reinvestment activity, Kightlinger now directly holds 8,354.7 shares of common stock.
California Water Service Group director Shelly Marian Esque received a grant of 2,816 shares of restricted common stock on March 3, 2026. The award was granted at no cash cost under the company’s equity incentive plan and will vest 100% on the first anniversary of the grant date.
After this grant, Esque directly holds 18,331 common shares, which the footnotes state include shares previously acquired through dividend reinvestment.
California Water Service Group executive Michelle R. Mortensen, who serves as VP, Corporate Secretary and Chief of Staff, reported a sale of company stock. On 12/23/2025, she sold 924 shares of common stock at a price of $43.34 per share in a single transaction. After this sale, she beneficially owns 11,511.8 shares of California Water Service Group common stock in direct ownership.
California Water Service Group senior executive James P. Lynch, who serves as SVP, CFO and Treasurer, reported buying company stock. On 12/10/2025, he purchased 550 shares of California Water Service Group common stock in an open-market transaction coded "P" for a purchase. The filing shows a per-share price of about $42.80.
After this transaction, Lynch directly beneficially owns 4,618.9 shares of California Water Service Group common stock. The report is a standard Form 4 insider transaction filed for a single reporting person.
California Water Service Group officer Thomas A. Scanlon, Corporate Controller & PAO, reported two transactions in company common stock. On December 5, 2025, 29 shares were withheld at $44.88 per share to cover taxes on the vesting of a restricted stock award granted June 5, 2024. On December 7, 2025, an additional 23 shares were withheld at $44.88 per share for taxes related to a restricted stock award granted March 7, 2023. After these withholding transactions, Scanlon beneficially owns 3,975.101 shares of California Water Service Group common stock, including shares acquired through the Employee Stock Purchase Program. Both transactions are coded as tax-withholding events rather than open-market buys or sells.
California Water Service Group reported routine insider transactions for executive Elissa Y. Ouyang, VP Facilities Fleet & Procure. On December 5, 2025, 66 shares of common stock were withheld at $44.88 per share, and on December 7, 2025, an additional 52 shares were withheld at the same price. Both transactions are coded "F," meaning the shares were surrendered to the company to cover tax withholding tied to the vesting of prior Restricted Stock Awards granted on June 5, 2024 and March 7, 2023. After these transactions, Ouyang beneficially owned 13,445.061 shares of common stock, held directly, which includes shares acquired through the Employee Stock Purchase Program.
California Water Service Group executive reports small share withholding for taxes. A company officer, listed as VP Corp Sect & Chief of Staff, reported two transactions in common stock of CALIFORNIA WATER SERVICE GROUP (CWT). On 12/05/2025, 73 shares of common stock were withheld and surrendered to the issuer at $44.88 per share to cover tax withholding from the vesting of a Restricted Stock Award granted on June 5, 2024, leaving 12,492.8 shares beneficially owned. On 12/07/2025, an additional 57 shares were withheld and surrendered at $44.88 per share for tax withholding related to a Restricted Stock Award granted on March 7, 2023, resulting in 12,435.8 shares beneficially owned after the transaction.
California Water Service Group officer Greg A. Milleman reported routine share transactions related to tax withholding on vested restricted stock awards. On December 5, 2025, 66 shares of common stock were withheld and surrendered to the company at a price of $44.88 per share to cover tax obligations from a restricted stock award granted on June 5, 2024. On December 7, 2025, an additional 51 shares were withheld and surrendered at $44.88 per share in connection with a restricted stock award granted on March 7, 2023. Following these transactions, Milleman directly beneficially owned 11,553.15 shares of California Water Service Group common stock.
California Water Service Group Senior Vice President of Operations Michael S. Mares reported routine share transactions related to tax withholding on vested equity awards. On December 5, 2025, 67 shares of common stock were withheld and surrendered to the company at $44.88 per share to cover taxes on a Restricted Stock Award granted on June 5, 2024. On December 7, 2025, an additional 53 shares were similarly withheld at $44.88 per share for a Restricted Stock Award granted on March 7, 2023. After these transactions, Mares beneficially owned 10,709.6 shares of California Water Service Group common stock in direct ownership.
California Water Service Group executive James P. Lynch, who serves as SVP, CFO and Treasurer, reported a routine share withholding transaction. On 12/05/2025, 48 shares of common stock were withheld and surrendered to the company at a price of $44.88 per share to cover tax obligations arising from the vesting of a Restricted Stock (RSA) award granted on June 5, 2024. Following this tax withholding transaction, Lynch beneficially owned 4,068.9 shares of California Water Service Group common stock, held directly.
California Water Service Group officer reports small equity transactions. The company’s SVP Corp Services & Chief Risk Officer filed a Form 4 disclosing two dispositions of common stock of CALIFORNIA WATER SERVICE GROUP (CWT). On December 5, 2025, 69 shares were withheld and surrendered to the issuer at $44.88 per share to cover tax obligations from the vesting of a restricted stock award granted on June 5, 2024, leaving 22,664.665 shares beneficially owned directly. On December 7, 2025, 54 shares were similarly withheld and surrendered at $44.88 per share related to a restricted stock award granted on March 7, 2023, resulting in 22,610.665 shares beneficially owned directly, which includes shares acquired through the Employee Stock Purchase Program.
California Water Service Group’s Chairman, President & CEO adjusted his equity holdings through routine share movements. On December 5, 2025, shares of common stock were withheld and surrendered to the company to cover tax obligations from a restricted stock award granted on June 5, 2024, totaling 492 shares at $44.88 per share. That same day, he made a 3,000-share gift of common stock to a donor-advised fund, which was not a market transaction and therefore shows no price.
On December 7, 2025, additional tax withholding related to a restricted stock award granted on March 7, 2023 led to the surrender of 385 shares at $44.88 per share. After these transactions, the reporting person beneficially owned 136,253.75 shares of California Water Service Group common stock in direct form.
California Water Service Group executive Kenneth G. Jenkins, VP Water Resources Planning & Sustainability, reported routine share-withholding transactions related to restricted stock awards. On December 5, 2025, 38 shares of common stock were withheld at $44.88 per share to cover tax obligations from the vesting of a Restricted Stock (RSA) award granted on June 5, 2024, leaving him with 3,785 shares beneficially owned. On December 7, 2025, an additional 29 shares were withheld at $44.88 from the vesting of an RSA granted on March 7, 2023, after which he beneficially owned 3,756 shares. These transactions reflect tax withholding on equity compensation rather than open‑market buying or selling.
California Water Service Group officer Sophie M. James reported routine share-withholding transactions related to vested restricted stock awards. On December 5, 2025, 50 shares of common stock were withheld and surrendered to the company at $44.88 per share to cover tax obligations from a restricted stock award granted on June 5, 2024. On December 7, 2025, a further 24 shares were withheld at $44.88 per share for taxes tied to an award granted on March 7, 2023.
After these transactions, James beneficially owned 6,604.014 shares of California Water Service Group common stock, held directly. This total includes shares acquired through the company’s Employee Stock Purchase Program.
California Water Service Group executive reports routine share withholding for taxes. Senior Vice President, Customer Service & Chief Sustainability Officer Shannon C. Dean filed a Form 4 showing two small transactions in company common stock. On December 5, 2025, 73 shares were withheld and surrendered to the company at $44.88 per share to cover tax obligations from the vesting of a Restricted Stock Award granted on June 5, 2024. On December 7, 2025, an additional 57 shares were withheld at $44.88 per share tied to a Restricted Stock Award granted on March 7, 2023. After these transactions, Dean directly beneficially owns 22,166.246 shares of common stock, which includes shares acquired through the Employee Stock Purchase Program.
California Water Service Group officer Shawn C. Bunting, Sr. VP, GC and Business Development, reported routine share-withholding transactions related to vested restricted stock awards. On December 5, 2025, 69 shares of common stock were withheld at $44.88 per share, and on December 7, 2025, 45 shares were withheld at the same price. In both cases, the shares were surrendered to the company to cover tax withholding obligations arising from previously granted Restricted Stock (RSA) awards. After these transactions, Bunting directly beneficially owned 3,304 shares of California Water Service Group common stock.